GUIDE 0125 MIN READ
FERS disability retirement: your application roadmap
Understand the sequence, who completes each part, and how to move from uncertainty to an organized initial application.
Guide PDF · Printable worksheet
THE TFDR CLIENT RESOURCE CENTERUnderstand the process.
Understand the process.
Build your own next step.
Detailed guides, worked examples, and practical workbooks for federal employees preparing for disability retirement. Start with the roadmap, or go straight to the task in front of you.
18 detailed guides18 downloadable PDFs7 editable Word workbooksFree to read and download
MORE THAN A BLANK TEMPLATEInstructions you can use.
Instructions you can use.
Examples you can learn from.
Each guide explains the task, walks through practical steps, shows a fictional worked example, and gives you prompts or checks to apply privately to your own records. Use a guide online, save the PDF, or edit a Word workbook where available.
THE COMPLETE COLLECTION
Download the full collection ↓Find help for the task you are doing
18 resources
GUIDE 0230 MIN READ
Application readiness and document tracker
Track document requests, responsible offices, missing information, and the checks needed before submission.
Guide PDF · Editable Word workbook
GUIDE 0345 MIN READ
Medical records inventory and organization
Build a readable, traceable collection without losing originals or mistaking a large file for a complete record.
Guide PDF · Printable worksheet
GUIDE 0460 MIN READ
Medical chronology workbook
Turn scattered records into a factual timeline that keeps clinical findings, personal observations, and workplace events distinct.
Guide PDF · Editable Word workbook
GUIDE 0535 MIN READ
Physician appointment and statement preparation
Prepare a useful appointment packet and understand what a medical statement should explain.
Guide PDF · Editable Word workbook
GUIDE 0645 MIN READ
Job duties and functional impact workbook
Turn general descriptions of difficulty into specific, sourced examples tied to your position.
Guide PDF · Editable Word workbook
GUIDE 0740 MIN READ
Accommodation and reassignment guide
Understand the two processes, make a clear request, and keep a usable record.
Guide PDF · Editable Word workbook
GUIDE 0830 MIN READ
Agency and OPM communication log
Keep requests, responses, deadlines, and submission receipts in one reliable record.
Guide PDF · Printable worksheet
GUIDE 0925 MIN READ
Consultation preparation workbook
Use a focused agenda to make a $75 consultation practical, organized, and useful.
Guide PDF · Printable worksheet
GUIDE 1035 MIN READ
ORA filing and follow-up walkthrough
Prepare files, choose the right starting route, review your application, and keep a reliable record after submission.
Guide PDF · Printable worksheet
GUIDE 1145 MIN READ
Factual medical summary for physician review
Prepare an accurate patient summary that helps your physician find the relevant history.
Guide PDF · Printable worksheet
GUIDE 1240 MIN READ
Medical records quality and privacy checklist
Build a readable evidence set and share it through the correct channel.
Guide PDF · Printable worksheet
GUIDE 1312 MIN READ
Finding the Right Official Resource
A practical directory that explains which official form, handbook, or agency can answer your question.
Guide PDF · Printable worksheet
GUIDE 1420 MIN READ
Medical records pricing and service guide
See exactly how page-based organization pricing works, what counts, and how to prepare a readable digital collection.
Guide PDF · Printable worksheet
GUIDE 1545 MIN READ
Applicant statement writing workbook
Build your own SF 3112A account with specific duty examples, an honest timeline, and a usable first-person outline.
Guide PDF · Editable Word workbook
GUIDE 1625 MIN READ
Application cover letter and attachment index
Create a concise navigation letter and an accurate file index without turning a template into unsupported eligibility claims.
Guide PDF · Editable Word workbook
GUIDE 1715 MIN READ
Understanding Form W-4P
A section-by-section guide to the purpose of pension withholding instructions, with a preparation worksheet and official IRS links.
Guide PDF · Printable worksheet
GUIDE 1818 MIN READ
Planning for FEHB and FEGLI in Retirement
Organize your insurance history, identify the decisions to confirm with HR, and understand why employee premiums are not retirement quotes.
Guide PDF · Printable worksheet
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GO TO THE SOURCE
Official forms and references
Use the official current version when you are ready to act. TFDR workbooks are preparation aids, not replacement government forms.
How to choose the right official resource →Use these resources privately
Download the worksheets to your own device. Do not enter medical details, tax information, or personal identifiers into this website. The staging site does not collect documents or enroll clients.
TFDR provides independent non-attorney education. These resources are not official forms, legal advice, medical opinions, or individualized tax advice. You prepare and submit your own application. OPM determines eligibility. Follow current official instructions and your own notices.
Reviewed October 14, 2026. Need a focused discussion? See the $75 one-hour consultation and current service scope →